Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WBI
HOLDWaterBridge Infrastructure LLC · Energy · United States · $1.6B · Avg Vol: $63M/d
COMPANY DESCRIPTION
WaterBridge Infrastructure LLC is a leading midstream water management company operating primarily in the Permian Basin. The company designs, builds, and operates large-scale pipeline systems and disposal facilities to manage produced water for oil and gas producers. WaterBridge's competitive moat is defined by its extensive, interconnected permanent pipeline infrastructure, which offers producers reliable, low-cost, and environmentally responsible water management solutions.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 200.8M | 316.3M | 525.6M | 61.8% | 628.6M | 598.6M | 717.2M | 16.8% |
| EPS | 0.38 | 0.08 | -0.10 | -79.6% | 0.07 | — | — | — |
| Shares | — | 38.5M | 43.3M | +12.3% | 47.0M | — | — | — |
| Debt | — | 595.8M | 1.5B | 143.7% | 1.5B | — | — | — |
| Equity | — | 663.0M | 602.3M | -9.2% | — | — | — | — |
| Op CF | 48.5M | 73.9M | 159.7M | 81.5% | 211.6M | — | — | — |
| Inv CF | -171.3M | -323.7M | -218.6M | — | — | — | — | — |
| Fin CF | 128.8M | 250.2M | 97.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of WBI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WBI | WaterBridge Infrastructure LLC(you) | $1.6B | 47 | HOLD |
| FLOC | Flowco Holdings Inc. | $2.1B | 51 | HOLD |
| VTOL | Bristow Group Inc. | $1.4B | 56 | HOLD |
| RES | RPC, Inc. | $1.2B | 40 | HOLD |
| XPRO | Expro Ltd | $1.8B | 58 | HOLD |
| WTTR | Select Water Solutions, Inc. | $2.8B | 49 | HOLD |
| FTK | Flotek Industries, Inc. | $935M | 51 | HOLD |
| HLX | Helix Energy Solutions Group, Inc. | $1.5B | 62 | HOLD |
| PUMP | ProPetro Holding Corp. | $1.4B | 31 | SELL |
| NESR | National Energy Services Reunited Corp. | $2.8B | 59 | HOLD |
Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 41.8%